From: Steadfast Shield Insurance
Subject: A birthday gift from Steadfast Shield Insurance
Happy birthday! We saved a trip through your day in history and a coverage check-in for you.
A birthday touchpoint policyholders will remember
Make a routine greeting feel personal
Invite policyholders into their birthday in history, then offer a complimentary coverage check-in with your agency branding attached through every share.
The business names and offers on this page are examples.
Presented by Steadfast Shield Insurance
A birthday surprise is waiting
Open a trip through your day in history.Birthday reward included
See what your policyholder sees
Insurance birthday gift demo
Click through the same birthday experience your policyholder would receive.
Presented by Steadfast Shield Insurance
Step 1 of 5
Step 1 of 5
Your birthday message
Step 2 of 5
A look back at your day
Explore a few moments from your day before opening the coverage offer.
The story of the day
See a headline from the day you were born.
The sound of the year
Remember a song people were listening to that year.
At the movies
See a movie people were watching at the time.
Step 3 of 5
One quick question
Step 4 of 5
Your coverage gift
Gift unlocked
A complimentary coverage check-in from Steadfast Shield Insurance
Take a few minutes to review whether your current coverage still fits the life you have today.
Request my coverage check-inView details
Fictional demonstration for a policyholder who received the birthday invitation.
Demonstration only. This is not insurance advice, a quote, a binder, or a change to coverage. Any real review would be subject to the sponsoring agency's licensing, availability, and policy terms.
Presented by Steadfast Shield Insurance
Step 5 of 5
Share the birthday moment
That is the full experience
Your policyholder gets a birthday gift, and your business stays attached when they share it.
Create one for my businessWant your own version?
Tell us what you want to send.
We will build an example with your name, message, and offer.
Why businesses use it
Give customers something worth opening
Make the message feel personal
A birthday gift gives policyholders something useful before the next policy question or renewal.
Results depend on your contact list, message, and offer.Agency branding stays attached
Your agency name and logo stay visible in the capsule, offer, sticky bar, and shared link.
See what policyholders do
See how many policyholders open the capsule, finish it, share it, and click your offer.
How it works
Keep your current email. Add the experience.
- SendYour current email sends the birthday gift.
- OpenYour policyholder explores their day in history.
- OfferYour coupon, appointment, or other offer appears next.
- TrackSee opens, completions, shares, and offer clicks.
Your brand stays with it
Your agency stays visible when the capsule is shared.
Your name, logo, and offer stay on the capsule from the first click through every share.
Try your own numbers
What a small retention lift could be worth
See what a small increase in customer response could be worth to your business.
This calculator gives an estimate, not a promise of retention, renewals, commissions, or revenue. Your results will depend on your contact list, response rate, policy mix, costs, and customer behavior. Use your own numbers before making a business decision.
Tell us what you need
See it with your name and offer
Give us a few details. We will build a sample for your business.
Questions
Common questions
Can we use our current email and customize the experience?
Yes. Add the link to the email you already send, or arrange for the campaign to be sent for you. Your business chooses the wording, image, offer, and link destination. Each person can open their own date, such as a birthday, or the entire campaign can use one fixed date chosen by the business. Any date from 1930 through yesterday can be used, and the call to action can lead to any HTTPS page you choose, including a coupon, menu, reservation, online order, event, product, or homepage.
How are results measured?
You can see how many people open, finish, share, and click the offer. A click does not prove a sale or redemption, so those results stay separate.
What does the policyholder actually see?
They open the real Daily Time Capsule for the selected date, with the agency presented throughout. The coverage-review offer can link to any HTTPS page you choose, and your brand stays attached when the capsule is shared.
Try it with your own brand